Goldman Sachs Sees Delta's Long-Term Growth On Track: EPS To Hit $9.50 By FY26
Goldman Sachs Sees Delta's Long-Term Growth On Track: EPS To Hit $9.50 By FY26
The company also provided preliminary commentary on 2025 for capacity growth of three to four percent year-over-year, revenue growth of mid-single digits and non-fuel unit cost growth of low-single digits year-over-year. Goldman Sachs analyst Catherine O'Brien expressed views on Delta Air Lines, Inc. (NYSE:DAL) Investor Day in New York yesterday.
高盛分析師凱瑟琳·奧布萊恩昨天在紐約紐約達美航空公司(NYSE:DAL)投資者日上發表了看法。
Delta's three-to-five-year financial framework targets mid-teens operating margins, 10% average annual EPS growth, and $3 billion-$5 billion in annual free cash flow.
達美的三至五年財務框架目標爲中十多個營運邊際、每年10%的EPS增長率，以及每年30億-$50億的自由現金流。
Delta reaffirmed its expected fourth-quarter financial guidance.
達美重申其預期的第四季財務指導。
The company also provided preliminary commentary on 2025 for capacity growth of three to four percent year-over-year, revenue growth of mid-single digits and non-fuel unit cost growth of low-single digits year-over-year.
該公司還就2025年的產能增長提供了初步評論，預計同比增長爲3%至4%，營業收入增長爲中低個位數，同比非燃料單位成本增長爲低個位數。
The analyst maintained a Buy rating on Delta Air Lines. O'Brien writes that Delta plans to strengthen its segmentation strategy by testing new products in Main Cabin starting in 2025.
分析師維持對達美航空的買入評級。奧布萊恩寫道，達美計劃從2025年開始測試Main Cabin的新產品，以加強其細分策略。
The analyst also notes that the airline's premium products drive the highest margins, with stable demand evidenced by an 85% repurchase rate.
分析師還指出，航空公司的高端產品帶來最高的利潤率，85%的回購率證明了穩定的需求。
O'Brien writes that Delta's solid balance sheet includes new targets of 1.0x gross leverage and $40 billion in unencumbered assets, which will provide financial durability through market cycles.
奧布萊恩寫道，達美堅實的資產負債表包括1.0倍的總槓桿率和400億不受擔保的資產的新目標，這將在市場循環中提供財務耐久性。
The analyst estimates EPS of $6.05 in FY24, $8.25 in FY25 and $9.50 in FY26.
分析師預計FY24的每股收益爲$6.05，FY25爲$8.25，FY26爲$9.50。
Investors can gain exposure to the stock via U.S. Global Jets ETF (NYSE:JETS) and Defiance Hotel, Airline, and Cruise ETF (NYSE:CRUZ).
投資者可以通過航空etf-全球貨幣 (紐交所:JETS) 和挑戰酒店、航空公司和郵輪etf (紐交所:CRUZ) 來獲得該股的曝光。
Price Action: DAL shares are up 1.21% at $64.41 at the last check Thursday.
股價走勢：Delta Air Lines股價上漲1.21%，至64.41美元，在上週四最後一次檢查時。
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譯文內容由第三人軟體翻譯。
